St. Louis Park, MN Office

Thomas Roffers is a financial advisor with AllianceBernstein L.P. holding a CFP® designation and Series 63 and 65 licenses. He has eight years of industry experience and previously worked at Creative Planning, The Johnston Group, and Sikich Financial. Outside of his advisory role, he owns and manages a personal rental property in Minneapolis. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a broad range of products across equities, fixed income, multi-asset, and alternative strategies. The firm emphasizes a research-centric investment approach and operates with significant scale and organizational breadth, including affiliated broker-dealers and trust services.

Max Rosen is a financial advisor with AllianceBernstein L.P. in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Rosen has been with Sanford C Bernstein since 2011. AllianceBernstein L.P. is a global, research-driven investment manager serving pooled and institutional clients as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products across equities, fixed income, multi-asset, and alternative strategies, employing a research-centric approach that integrates fundamental, economic, and quantitative analysis.

Karise Gaynor Morgan is a financial advisor at AllianceBernstein L.P. in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. She previously worked at Thomson Reuters for six years before joining AllianceBernstein in 2022. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients such as pension plans, endowments, and sovereign wealth funds, as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and employs a research-centric approach combining fundamental, economic, and quantitative disciplines.

William Phelps is a financial advisor at AllianceBernstein L.P. in Minneapolis, MN, holding Series 63 and Series 66 licenses with seven years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2018 and was previously employed at Seamans Capital Management from 2014 to 2018. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients such as pension plans, endowments, and sovereign wealth funds, as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products across equities, fixed income, multi-asset, and alternative strategies, combining fundamental, economic, and quantitative research disciplines to support portfolio management.

Scott Rile is a financial advisor at AllianceBernstein L.P. in Minneapolis, MN, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Sanford C. Bernstein since 2001. AllianceBernstein L.P. is a global, research-driven investment manager serving pooled and institutional clients as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and employs a research-centric approach that integrates fundamental, economic, and quantitative analysis.

Scott Mortensen is a financial advisor at AllianceBernstein L.P. in Minneapolis, MN, holding a Series 66 designation with 21 years of industry experience. He has worked at Sanford C. Bernstein since 2008. AllianceBernstein is a global, research-driven investment manager serving pooled and institutional clients as well as private clients through Bernstein Private Wealth Services. The firm offers a wide range of investment products and strategies and employs a research-centric approach that integrates fundamental, economic, and quantitative disciplines.

Craig Kleis is a financial advisor with AllianceBernstein L.P. based in Minneapolis, MN. He holds the Series 66 designation and has 20 years of industry experience. Since 2005, he has been affiliated with Sanford C. Bernstein, a firm within the AllianceBernstein organization. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and pooled clients, as well as private clients through Bernstein Private Wealth Services. The firm offers a wide range of investment products across multiple asset classes and employs a research-centric approach combining fundamental, economic, and quantitative disciplines.

Andrew Engelking is a financial advisor with AllianceBernstein L.P. based in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing five years of industry experience. His career includes roles at Sanford C. Bernstein & Co., LLC and Riverbridge Partners, LLC, as well as a four-year period at Wheaton College. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and pooled clients, as well as private clients through Bernstein Private Wealth Services. The firm offers a wide range of investment products across multiple asset classes and employs a research-centric approach that integrates fundamental, economic, and quantitative analysis.

Katherine Jacobson is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. She is currently with AllianceBernstein L.P., where she has worked since 2026, following prior roles at firms including Pinnacle Wealth Partners and Northwestern Mutual. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients through its broad range of investment products and services. The firm combines fundamental, economic, and quantitative research disciplines to support portfolio management across equities, fixed income, multi-asset, and alternative strategies.

Robert Dietz is a CFA® charterholder with 20 years of industry experience and is based in Minneapolis, MN. He has been with Sanford C. Bernstein since 2006 and is also associated with Ott's, where he has been active for over two decades. He works at AllianceBernstein L.P., a global, research-driven investment manager that serves primarily pooled and institutional clients as well as private clients through Bernstein Private Wealth Services. The firm offers a wide range of investment products and employs a research-centric approach combining fundamental, economic, and quantitative analysis.

Owen Freese is a financial advisor at AllianceBernstein L.P. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Nook, Inc., Oakwood Capital Securities, Inc., and Purshe Kaplan Sterling Investments. Outside of finance, he has been involved with hospitality businesses such as Rosie's Bar and Grill and Olives Pizza. AllianceBernstein L.P. is a global, research-driven investment manager that serves institutional clients and private investors with a broad range of equity, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research disciplines to support portfolio management across multiple investment products and solutions.

Calder Sutton is a financial advisor with AllianceBernstein L.P. in St. Louis Park, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining AllianceBernstein in 2021, he worked at Abbott Labs for five years. AllianceBernstein L.P. is a global, research-driven investment manager serving pooled and institutional clients, as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and employs a research-centric approach combining fundamental, economic, and quantitative disciplines to support portfolio management.

David Berghult is a Series 66-licensed financial advisor at AllianceBernstein L.P. in Minneapolis, MN, with 24 years of industry experience. He has been with Sanford C. Bernstein, a part of AllianceBernstein, since 2001. AllianceBernstein L.P. is a global, research-driven investment manager serving pooled and institutional clients, as well as private clients through Bernstein Private Wealth Services. The firm offers a wide range of investment products across multiple asset classes and employs a research-centric approach combining fundamental, economic, and quantitative disciplines.